Asif Suria

This episode is long overdue. I've been following the work of Asif Suria for over a decade now and it has proven to be one the best sources of investment ideas I have come across. Asif tracks and writes about everything from predictive insider trading patterns to "ubercannibals," or companies that consistently use excess free cash flow to buyback significant amounts of stock over long periods of time. Profit opportunities created by corporate actions such as risk arbitrage and spinoffs are also featured prominently in his work. Essentially, Asif is a classic value investor in search of a catalyst and, as he consistently demonstrates at his website InsideArbitrage.com, event-driven catalysts can be some of the most effective means to realizing hidden value in the stock market. So it is my true pleasure to finally introduce you to my friend, Asif Suria. For notes and links related to this episode visit TheFelderReport.com.

Asif Suria shares insights on focusing on risk with event-driven strategies and discussing market liquidity, commodity prices, and portfolio ideas. Topics include scaling back on tech, tracking SPACs, Pfizer's acquisition disconnect, and why bonds are interesting. The podcast covers a wide array of financial topics and the influence of international geopolitics on investments.

Asif Suria, an expert in event-driven investing, delves into the nuances of corporate actions like mergers and SPACs. He discusses strategies such as merger arbitrage and the importance of assessing company fundamentals amid market volatility. Suria explores risks associated with investment timelines and the evolution from diversified portfolios to concentrated positions. He highlights the relevance of insider buying trends and market resilience, offering valuable insights for navigating the complexities of today's investment landscape.

Asif Suria, Founder of Inside Arbitrage and co-host of the Special Situations Report, shares his journey from value investing to mastering event-driven strategies like merger arbitrage and spin-offs. He breaks down his unique three-legged process, combining event triggers, a quantitative model, and qualitative research. Asif discusses real-world examples, including successes and lessons learned from failures like Capri and Spirit. He also highlights current M&A trends and the importance of insider buying, particularly in microcaps, offering insights for savvy investors.

Asif Suria, author and founder of Inside Arbitrage, explores insider purchases at Pebblebrook Hotel Trust and reveals his intriguing investment thesis. He discusses what the market is overlooking about Pebblebrook, management's claims on ROI growth, and the competitive landscape against Airbnb. Asif also shares insights on insider trading trends post-election, highlighting how these behaviors can uncover lucrative opportunities. With a focus on strategic evolution and real estate challenges, he provides compelling reasons to watch $PEB closely.